Murray, 84123, UT,
United States
Aztec Financial Technographics
Aztec Financial Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Aztec Financial and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 Aztec Financial employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Aztec Financial has purchased the following applications: Odessa Platform for Lease Management in 2015, GoDaddy Webmail for Collaboration in 2021, DocuSign eSignature for Digital Signing in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Aztec Financial is running and its propensity to invest more and deepen its relationship with Odessa , GoDaddy , Microsoft or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Aztec Financial revenues, which have grown to $5.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Aztec Financial intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Aztec Financial Tech Stack and Enterprise Applications
Aztec Financial ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Odessa | Legacy | Odessa Platform | Lease Management | ERP Services and Operations | n/a | 2015 | 2016 |
In 2015, Aztec Financial implemented the Odessa Platform to centralize Lease Management for its leasing portfolio. The deployment used LeaseWave from Odessa Technologies as the operational lease accounting and contract lifecycle application, aligning leasing administration with finance and operations functions across the firm.
Configuration prioritized core Lease Management modules including contract administration, lease accounting, billing and receivables automation, and portfolio reporting, establishing standardized lease data models and audit trails. For a 50 person financial services firm the implementation emphasized role based access controls, approval workflows, and centralized master data for lessee and asset records to support accounting and operational controls. Rollout was organized in phased stages with primary operational ownership in finance and leasing operations, and governance defined around contract change management and month end lease accounting close processes.
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Aztec Financial Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| GoDaddy | Legacy | GoDaddy Webmail | Collaboration | Collaboration | n/a | 2021 | 2021 |
In 2021 Aztec Financial deployed GoDaddy Webmail as its hosted corporate email solution, classifying the implementation under the Collaboration category to support internal messaging and external customer contact channels. The deployment established GoDaddy Webmail as the primary email platform for the company website and client-facing contact addresses, aligning the Collaboration application to core business communication functions.
The GoDaddy Webmail configuration focused on standard hosted webmail capabilities, including browser-based mailbox access, IMAP and SMTP connectivity, address aliases and shared inbox patterns common to small business collaboration use. Configuration work emphasized mailbox provisioning and access roles to support daily email operations for a 50-employee banking and financial services firm, with administrative controls applied to user accounts and group addresses.
Operational integration was centered on the company website, where GoDaddy Webmail was used to receive and route inbound messages from site contact forms and public-facing addresses, leveraging GoDaddy hosting and DNS mail routing settings. The implementation covered organization-wide email endpoints rather than segmented departmental platforms, providing a single Collaboration layer for both client communications and internal correspondence.
Governance and operational processes were structured around centralized account provisioning, password and access management, and routine mailbox lifecycle tasks performed by internal administrators. Rollout and ongoing management emphasized straightforward administration and continuity of email traffic through GoDaddy Webmail, preserving standard email workflows and supportability for Aztec Financial.
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Collaboration | Collaboration |
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2021 | 2021 |
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Aztec Financial Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2021 | 2021 |
In 2021, Aztec Financial implemented DocuSign eSignature as a Digital Signing solution on its website. The deployment focuses on customer facing digital execution of account opening, loan documentation and consent forms, embedding DocuSign eSignature into website workflows for remote signature capture. This positions DocuSign eSignature as the primary Digital Signing touchpoint between retail clients and Aztec Financial online services.
Configuration emphasizes embedded signing sessions, reusable templates and role based envelope routing, leveraging DocuSign eSignature capabilities such as audit trails and signer authentication to maintain legally admissible records. Operational governance centers on centralized template management, defined signer roles and retention of electronic evidence for compliance. Day to day operations primarily touch customer onboarding and account servicing workflows exposed through the public website.
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Aztec Financial eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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eCommerce | eCommerce |
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2021 | 2021 |
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Aztec Financial CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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CRM | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Aztec Financial IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Aztec Financial
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Aztec Financial Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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